Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-253
Closed -$91.1K 815
2024
Q4
$91.1K Sell
253
-67
-21% -$24.1K ﹤0.01% 928
2024
Q3
$111K Buy
320
+60
+23% +$20.8K ﹤0.01% 852
2024
Q2
$76.3K Sell
260
-264
-50% -$77.5K ﹤0.01% 951
2024
Q1
$175K Buy
+524
New +$175K 0.01% 751
2022
Q1
Sell
-4
Closed -$1K 1095
2021
Q4
$1K Hold
4
﹤0.01% 999
2021
Q3
$1K Buy
+4
New +$1K ﹤0.01% 968
2019
Q3
Sell
-8
Closed -$2K 772
2019
Q2
$2K Buy
+8
New +$2K ﹤0.01% 712
2018
Q2
Sell
-10
Closed -$1K 775
2018
Q1
$1K Hold
10
﹤0.01% 707
2017
Q4
$1K Buy
+10
New +$1K ﹤0.01% 710